U.S. federal trademark · Serial No. 78557675 · Reg. No. 3248948
Tax planning, tax advisory, and tax administration services
Banking services and financial services, namely, investment advisory, investment brokerage, and investment management services, asset management services, custodial services relating to financial accounts, trust administration services, estate planning and estate administration services, philanthropic planning, philanthropic administration, and philanthropic advisory services concerning monetary donations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.